Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (New Glasgow & Sydney) – IG Wealth Management – Amherst, NS

Company: IG Wealth Management

Location: Amherst, NS

Expected salary:

Job date: Sun, 23 Feb 2025 07:07:04 GMT

Job description: through the use of IGWM’s digital tools Managing day-to-day priorities, servicing inbound/outbound client contacts, executing… on proactive campaigns, and retention activities that are provided by our Marketing team. Using reporting, tools, and analysis…

IGWM’s digital tools help manage day-to-day priorities such as servicing client contacts, executing proactive campaigns, and retention activities provided by the Marketing team. These tools also assist in reporting, analysis, and decision-making processes.

Job Description

We are looking for a full-time sales associate to join our team. The ideal candidate will be responsible for selling products and services in a retail setting. This individual must have excellent communication skills, be highly motivated, and possess a strong work ethic. Duties include assisting customers, processing transactions, and maintaining a clean and organized workspace. Prior sales experience is preferred but not required. Training will be provided for the right candidate. If you are a team player with a passion for sales, we want to hear from you. Apply now to join our dynamic team!

Senior Fund Accountant – Crawford Thomas Recruiting – Orlando, FL

Company: Crawford Thomas Recruiting

Location: Orlando, FL

Expected salary:

Job date: Wed, 19 Feb 2025 23:01:54 GMT

Job description: The role of the Marketing Coordinator involves managing and updating client marketing materials, specifically fund tear sheets and investor presentations. This individual will be responsible for ensuring that these materials are up-to-date, accurate, and engaging for clients and potential investors.

Qualifications for this position may include a strong attention to detail, excellent organizational skills, and proficiency in graphic design software such as Adobe Creative Suite. Additionally, candidates should have experience in marketing or finance, and possess strong communication skills to effectively convey key messaging to clients. A background in investment or asset management may be preferred for this role.

IG Wealth Management – Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Sudbury) – Sudbury, ON

Company: IG Wealth Management

Location: Sudbury, ON

Expected salary:

Job date: Fri, 21 Feb 2025 01:38:09 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 3Location(s): SudburyWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.
  • Bilingualism (French-English) is an asset

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Toronto) – IG Wealth Management – Toronto, ON

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Fri, 21 Feb 2025 00:09:44 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): TorontoWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management is seeking individuals across Canada to join their team of Corporate Employed Advisors. The position requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide financial planning and advice to clients, leading with the IG Living Plan. Responsibilities include providing holistic financial plans, deepening client relationships, and maximizing efficiency through digital tools. Qualifications include 3+ years of client facing financial planning experience and proficiency in digital tools. The ideal candidate is a high achiever with strong relationship and sales skills. Interested individuals can apply through the IG Wealth Management career page.

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Toronto) – IG Wealth Management – Toronto, ON

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Thu, 20 Feb 2025 23:43:23 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 2Location(s): TorontoWe are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management is seeking individuals across Canada to join their team of Corporate Employed Advisors. The position requires the candidate to be Mutual fund licensed and provides the opportunity for financial planners to receive a competitive compensation package. Responsibilities include providing holistic financial plans to clients, deepening client relationships, and growing the client base. Qualifications include 3+ years of client facing financial planning experience, strong relationship and sales skills, and proficiency in digital tools. The ideal candidate is a team player who thrives in a supportive environment. Interested individuals can apply through the IG Wealth Management career page.

Director, Program and Fund Development – Diabetes Canada – Toronto, ON

Company: Diabetes Canada

Location: Toronto, ON

Expected salary:

Job date: Fri, 14 Feb 2025 00:05:31 GMT

Job description: A world free of the effects of diabetes is our vision. That’s why we’re working together to improve the quality of life of people living with diabetes. We’re sharing knowledge and creating connections for individuals and the health-care professionals who care for them; advocating through public policy; and funding research to improve treatments and find a cure to end diabetes.Join our dedicated, talented Diabetes Canada team and together, #LetsEndDiabetes!Role OverviewMake your mark in the charity event world by joining the Diabetes Canada team as the Director, Program and Fund Development, as this dynamic role is crucial in developing, leading and executing our NEW peer to peer national fundraising event! Reporting to the Executive Director (ED), Community Fundraising and Events (CFE), this role focuses on corporate sponsorship, committee recruitment, event logistics, marketing strategies, fundraising materials and successful program implementation to increase revenue. Key accountabilities include project development and management, P2P fundraising and sponsorship sales, community engagement and participant retention. This position collaborates cross-functionally with external vendors, and internal partners from the fund development team, Marketing, IT, Finance, and Procurement.Though currently not direct people management position strong leadership skills are essential for managing and motivating volunteers and cross functional teams. This role has the potential to evolve into a people management position with direct reports as the program expands in 2026.Location:1300 – 522 University Ave. Toronto, Ontario. A flexible work agreement policy in place allowing employees to work on a hybrid schedule, working remotely, and with the expectation of attending in person events when needed.This role includes, but not limited to:Event Strategy and Execution

  • Develop event strategy in collaboration with the ED of CFE, overseeing all operations related to P2P, Gala and sponsorship, including physical logistics, committee development, and team and individual recruitment. This includes creating a new P2P event for Diabetes Canada (DC) to be launched in 2026.
  • Execute digital event logistics.
  • Lead sponsorship and corporate team recruitment in collaboration with the CFE team and in partnership with DC’s Corporate Partnerships team where appropriate.

Strategy Development

  • Develop and implement the overarching strategy for P2P, utilizing data, industry insights, and best practices.
  • Align strategies with the organization’s current strategic plan.
  • Generate, evaluate, and implement innovative strategies to grow the portfolio.
  • Stay up-to-date on current industry practices and standards in P2P fundraising.

Program Development

  • Develop one-to-three-year business plans and budgets for the P2P Signature events program.
  • Research and develop new events to ensure P2P events portfolio remains fresh and facilitates smooth transitions from events nearing the end of their life cycles to new programs.
  • Ensure the integration of compelling mission-based messaging within the portfolio.
  • Develop and execute a training program for the P2P program, including internal communications, virtual training and in-person training for CFE and other DC partners.
  • Lead the development of participant, donor and volunteer experience plans.
  • Work with the DC’s Donor Stewardship team to develop and execute appropriate donor recognition plans and collaborates with the broader team to transition donors between fundraising and stewardship activities.

Operations and Budget Management

  • Conduct monthly reviews of department spending against budget and ensures accurate and timely accounting and reporting of expenses.
  • Comply with DC’s financial accounting, IT contract and purchasing policies and procedures.
  • Work with the Technology and Data team to integrate technology into processes and develop efficient tracking systems and dashboards.

People Management (Current)

  • Lead, motivate and support a team of volunteers to achieve program objectives.
  • Collaborate with stakeholders to plan and execute initiatives to drive program success.
  • Work closely with other DC teams to align goals and ensure effective program execution.

People Management (Future)

  • Potentially lead the hiring, coaching, and management of a direct team as the P2P program expands.
  • Build a high-performing team, developing clear goals, providing regular feedback and offering development opportunities.

The ideal candidate possesses:

  • University or College degree in Fundraising, Non-Profit Management, Business Administration Marketing, Communications, or related discipline, or equivalent experience
  • At least 7 years of experience in planning and implementing fundraising events, with a focus on Peer-to-Peer fundraising
  • Demonstrated success in securing event sponsorships of five-figures or more
  • Proficient in using fundraising CRM (Customer Relationship Management) application , e.g. Blackbaud, Luminate
  • Strong communication skills, persuasive communication and teamwork abilities
  • Proficiency with Microsoft Office (PowerPoint, Excel, Word and Outlook) and donor databases
  • Capability to work within tight timelines and prioritize tasks in a dynamic environment
  • Advanced organization skills and attention to detail
  • Professionalism, judgement, and discretion with confidential information
  • Willingness to learn and take on additional responsibilities as needed
  • Strong analytic and problem-solving skills
  • Ability to interact positively as a team member, a team lead, and respected voice with volunteers, donors, sponsors and event participants
  • High degree of initiative and collaboration, promoting a positive work environment
  • Flexibility to travel throughout the Canada and to attend evening and weekend events.
  • Commitment to Diabetes Canada’s Mission, Vision and Core Values

Working Conditions

  • Full-time, Monday-Friday schedule, with occasional evening and weekend work.
  • This position is a full-time hybrid position, candidate will be expected to travel within Canada.

What Diabetes Canada Can Offer You

  • A meaningful role, making a difference every day for people living with or at risk of diabetes.
  • An entrepreneurial environment, working for a national organization where you feel valued, recognized, and rewarded.
  • A high-performing, collaborative team environment and a commitment to building a healthy and engaged work culture.
  • Flexible work agreement policy in place allows employees to work regularly remote and/or hybrid schedule.
  • Competitive compensation and comprehensive group benefits plan, includes health/dental, life insurance, disability coverage, Employee and Family Assistance Program (EFAP) and company-match Pension/RRSP.
  • Most group benefits start on Day 1 when you join Diabetes Canada (health and dental coverage, life insurance and EFAP).
  • Access to a mental wellness app offering guided mediation and self-guided learning on a wide range of topics. All employees can subscribe, along with up to 5 family members or friends.
  • Generous paid time-off benefits include additional paid holidays beyond the recognized provincial statutory holidays, and an end-of-year holiday office closure.
  • A work culture committed to fostering a diverse and inclusive workplace that celebrates differences and provides equal opportunities for all.

Our Core Values:ACE-IT: Agility, Collaboration, Excellence, Integrity, Taking InitiativeAbout the Application ProcessIf you are already on Diabetes Canada’s job posting site, click on the “Apply Now” button found at the bottom-left of this screen. You will be required to complete a very brief questionnaire and submit your résumé and covering letter. If you are not on DC’s job posting site, go to the webpage: and click on “View Job Openings”.If you experience any issues with the application process, please contact us at:Must be legally eligible to work in Canada and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role.Diabetes Canada welcomes applications from all qualified candidates, including people of all genders, Indigenous peoples, persons with disabilities, and members of visible minorities. We value a diverse workforce that reflects the communities we serve.We are committed to accommodating people with disabilities as part of our hiring process. If you require accommodations, please advise us during the recruitment process.We thank all interested applicants; however, only those selected for an interview will be contacted.

Diabetes Canada is working towards a world free of the effects of diabetes by improving the quality of life for those living with the disease. They are advocating through public policy, funding research for better treatments, and seeking to find a cure. The organization is currently seeking a Director, Program and Fund Development to lead the development and execution of a new national fundraising event. The ideal candidate will have experience in fundraising events, strong communication skills, and the ability to manage and motivate teams. The role includes responsibilities such as event strategy, program development, and operations and budget management. The position is full-time with occasional evening and weekend work, and the candidate will be expected to travel within Canada. Diabetes Canada offers competitive compensation, comprehensive benefits, and a commitment to building a diverse and inclusive workplace. Applications from all qualified candidates are welcome.

Director of Fund Development and Communications – Recruiting in Motion – Vancouver, BC

Company: Recruiting in Motion

Location: Vancouver, BC

Expected salary:

Job date: Wed, 29 Jan 2025 06:59:24 GMT

Job description: , Public Relations, Marketing, or related field. Minimum 5 years experience in fundraising, donor relations… with key stakeholders to achieve desired organizational outcomes. Proficiency in donor database software and digital…

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Toronto) – IG Wealth Management – Toronto, ON

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Thu, 23 Jan 2025 23:15:39 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelLocation(s): TorontoReferral level: level 2We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management is seeking individuals across Canada to join their team of Corporate Employed Advisors who are Mutual fund licensed or Securities licensed. Advisors in this role provide holistic financial planning and advice to clients, focusing on the IG Living Plan. The position offers a competitive total compensation package including base salary, bonus, benefits, and pension, with the opportunity for uncapped variable income. Responsibilities include providing comprehensive financial plans, deepening client relationships, maximizing efficiency through digital tools, and identifying future business opportunities. Qualifications include being Mutual fund licensed, having 3+ years of client-facing financial planning experience, and possessing strong relationship and sales skills. The ideal candidate is a team player who thrives in a supportive environment. If interested, individuals can apply on IG Wealth Management’s career page.

Plan Canada – Program Manager, Bilingual, Global Fund Unit – Toronto, ON – Ottawa, ON

Company: Plan Canada

Location: Toronto, ON – Ottawa, ON

Expected salary: $64600 – 80800 per year

Job date: Sun, 19 Jan 2025 04:20:15 GMT

Job description: What can you expect from a leading organization in the global movement to advance children’s rights and equality for girls?Join Plan International Canada and make your mark in the global movement for children’s rights and equality for girls. In our 85-year history, we’ve proven that it’s possible to help transform lives and communities in big and meaningful ways. You’ll be joining a community of determined optimists working in more than 80 countries. Besides believing in our mission, staff say they choose to work at Plan International Canada because of its inspired leadership and its commitment to fostering an inclusive and empowering workplace. We’re the first non-profit organization to be inducted into Canada’s Most Admired Corporate Cultures Hall of Fame by Waterstone Human Capital. We offer competitive compensation and benefits, generous time off, and a supportive, flexible, hybrid environment that prioritizes your well-being and sustainable high performance. We want our staff to feel supported because there is an urgent need for our work.We know a better future is possible, and we won’t stop until every child can go to school, be safe and survive – until we are all equal.Further information can be found at:SummaryOrganization:Plan International CanadaReports to:Senior Program ManagerLocation:Toronto or Ottawa (up to 40% international travel annually with potential for deployment)Status:Full-time, PermanentGrade:7The PositionProgram Managers (PM) within the Global Fund Unit lead Country Support Teams (CST) who provide support to Country Offices (COs) implementing grants. The Program Manager oversees the contributions of CST members and is responsible for developing and implementing each project’s Country Support Plan. In addition, PMs:

  • Support Plan International Country Offices through the full cycle of project management including project design, planning and start-up, implementation and routine monitoring, development of annual work plans and budgets, and project close out, in line with donor requirements and Plan International procedures.
  • Monitor assigned projects to ensure adherence to donor agreements, project management and programmatic performance targets, and visiting project sites in West Africa, Eastern and Southern Africa, and Central America as required
  • Work collaboratively with Compliance Managers to review and oversee project budgets, forecasts and donor financial reports to ensure financial targets are met
  • Work closely with technical counterparts (health advisors, gender equality and inclusion advisors, monitoring and evaluation, etc.) to support technical aspects of implementation and to ensure quality programming and donor targets are met
  • Support Plan country offices in the funding proposals and participate actively during negotiation processes with donors, and the development of annual detailed implementation plans during project implementation
  • Be available for surge requests by Country Offices for specific support in peak periods or to address complex issues.

What success looks like?Successful Program Managers in the Global Fund Unit are self-driven, proactive, are strong relationship managers, and are proactive in assessing and responding to risks. In addition, they:

  • Build productive working relationships with colleagues, country offices, donors and other partners
  • Have the capacity to plan ahead, identify potential risks and develop and follow up on response strategies
  • Establish priorities within a time-sensitive environment, meeting deadlines, and have strong attention to detail
  • Have a clear ability to work within a results-based management and/or performance-based financing programmatic framework
  • Demonstrate strong collaboration and collegiality, as well as the ability to work independently and manage work from a distance

Have a strong commitment to the principles of gender equality, social inclusion, safeguarding for children and youth, and an ability to translate that understanding into concrete action plans with respect to ongoing project implementation.As our ideal candidate you will have:

  • Oral and written communication skills in English and French; additional Spanish skills will be considered an asset
  • Extensive experience in grant management and project management is required; experience with managing large budgets (mega-grants), and/or experience with gender-transformative and/or safeguarding-responsive project management would be an asset
  • Clear ability to manage compiling reports, analyze information, and make decisions in a timely manner; experience with data analytics and/or ability to review, summarise and analyse health-related data would be an asset
  • Strong capacity to successfully manage multiple projects while simultaneously coordinating inter-departmental collaboration
  • Demonstrated ability to lead in challenging operating environments, to mobilize teams in a matrix and remote context as well as to find creative solutions to reach expected outcomes in this type of context
  • Experience contributing to risk assurance planning linked to program, finance, and data quality and ability to think through risk mitigation measures and assurance mechanisms
  • Ability to balance project-related processes as well as maintaining assurance related to organizational policies
  • Demonstrated experience in work related to global health delivery would be valued, including experience working with multilateral funders such as the Global Fund to Fight AIDS, Tuberculosis and Malaria, or other large-scale health donors
  • Knowledge and experience with Global Affairs Canada and Results-Based Management would be an asset

How to Apply:To express interest in this exciting opportunity, submit your resume and cover letter to https://plancanada.ca/apply by February 3, 2025.Plan International Canada is a hybrid workplace. You will work from the office and from home.The salary range for this position is anticipated to be between $64,600 and $80,800. We comprehensively evaluate a variety of factors to determine fair compensation, including experience, specific job-related skills, and relevant educational or professional training.Plan International Canada hires based on merit and is strongly committed to equity and diversity within its community and to providing an inclusive workplace. Plan International Canada especially welcomes applications from Indigenous persons, persons with disabilities, visible minorities, women, persons of all sexual orientations and genders, and others with the skills and knowledge to productively engage with diverse communities.If you have a disability that may affect your ability to perform in a role in which you are interested, we will be happy to discuss with you what adjustments or arrangements we can make to accommodate your needs. If your disability is likely to affect you adversely within the application process itself, please let us know (as soon as you feel comfortable to do so) by emailing so that we can consider any adjustments to the process that will allow you to be considered fairly for the role.Consistent with our Safeguarding Children and Young People Policy, the successful candidate must receive clearance by a police background check, including the vulnerable sector screen.Applicants must be eligible to work in Canada for the duration of the work term. Proof of eligibility will be required.

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Toronto) – IG Wealth Management – Toronto, ON

Company: IG Wealth Management

Location: Toronto, ON

Expected salary:

Job date: Fri, 24 Jan 2025 06:13:16 GMT

Job description: Advisor, IG Wealth Management, Corporate ChannelLocation(s): TorontoReferral level: level 2We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for more details and apply now!Position Summary:This position requires the successful candidate to be Mutual fund licensed.Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary, bonus, benefits and pension, while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor, IG Wealth Management, Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IG’s holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the client’s financial life including investment strategies, retirement planning, mortgages, banking and insurance.Responsibilities:

  • Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning.
  • Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
  • Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
  • Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
  • Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
  • Using reporting, tools, and analysis to support the identification of future business opportunities.

Qualifications:

  • Mutual fund licensed
  • 3+ years of client facing financial planning experience
  • Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
  • University Degree in a relevant field
  • LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
  • ETF approved for trading completed.
  • Proficiency in the use of digital tools, including CRM and Financial Planning software
  • Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation preferred or willing to actively pursue within first 2 years in role
  • Understanding of the industry, competitive landscape, and economic market issues
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.
  • Customer service orientation, with a demonstrated ability to professionally interact with clients, in a primarily virtual setting
  • The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careersWe thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

IG Wealth Management’s Corporate Channel is seeking individuals across Canada to join their team as Corporate Employed Advisors. The role requires candidates to be Mutual fund licensed and have at least 3 years of client-facing financial planning experience. Advisors in this role provide holistic financial plans to clients, focusing on their short and long-term goals, retirement, risk management, and estate planning. The role offers a competitive compensation package including base salary, bonus, benefits, and pension, with opportunities for uncapped variable income. Candidates should have strong relationship and sales skills, a University Degree in a relevant field, and proficiency in digital tools. Certified Financial Planner (CFP) or Financial Planner (“F.Pl”) designation is preferred. Visit IG Wealth Management’s career page for more information and to apply.